Jonathan Rich
Managing Director, Consumer Specialist

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DKS – Acquiring FL for $24/shr in cash or 0.1168 shrs...
DKS – Acquiring FL for $24/shr in cash or 0.1168 shrs stock w/transaction expected to be accretiv...
5-15-2025
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BIRK - Reports FQ225 Earnings, Q penny beat on EPS...
BIRK - Reports FQ225 Earnings, Q penny beat on EPS w/better GMs & slightly better topline; F25 Re...
5-15-2025
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DKS/FL – DKS nearing deal to buy FL for ~$24/shr (an...
DKS/FL – DKS nearing deal to buy FL for ~$24/shr (an OMG 86% premium) or ~$2.3B wa deal to be ann...
5-14-2025
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BOOT - Q slight miss on OpProfit EPS w/slightly...
BOOT - Q slight miss on OpProfit EPS w/slightly weaker topline & higher SG&A; F25 EPS guide encom...
5-14-2025
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JR’s Consumer/Internet Daily – 5.14.25: IF YOU...
JR’s Consumer/Internet Daily – 5.14.25: IF YOU DIDN'T READ THIS TAX BILL NOTE LAST NIGHT PLEASE/Y...
5-14-2025
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GPC – Some Notable/Odd Swaps Purchases at BOTH GS...
GPC – Some Notable/Odd Swaps Purchases at BOTH GS & UBS (total 5M / $600M / 3.5%)
5-14-2025
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eComm/De Minimis – 2 Quick Important Update: What...
eComm/De Minimis – 2 Quick Important Update: What Did/Didn’t Make It Into The Bill (global de min...
5-14-2025
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Fitness/PLNT read-through – House Tax Bill on Mon...
Fitness/PLNT read-through – House Tax Bill on Mon Allows Individual $500 / Married $1K Per Year o...
5-14-2025
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Consumer/Tax Bill IMPORTANT!!! – No Snazzy Note Title...
Consumer/Tax Bill IMPORTANT!!! – No Snazzy Note Title Except “Please Read This, I Think It’s VERY...
5-13-2025
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AEO - Negatively Preannouncing Q1 OpProfit Below St....
AEO - Negatively Preannouncing Q1 OpProfit Below St. & Withdrawing FY Guidance
5-13-2025
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SVV shrs dn 9% – Ares (own 134.7M/85.5%)/CEO Selling...
SVV shrs dn 9% – Ares (own 134.7M/85.5%)/CEO Selling 15M shrs /~$150M of which SVV will repurchas...
5-13-2025
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CAG shrs dn 1.5% – GS Conf. Presentation Takeaways;...
CAG shrs dn 1.5% – GS Conf. Presentation Takeaways; "Going into FQ3, and heard from other manuf, ...
5-13-2025
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UAA shrs dn 1% – Key Conf. Call Takeaways
UAA shrs dn 1% – Key Conf. Call Takeaways
5-13-2025
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ONON shrs +10% – Key Conf. Call Takeaways
ONON shrs +10% – Key Conf. Call Takeaways
5-13-2025
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Samsonite - Q1 Revs ex-FX dn 4.5% "reported net...
Samsonite - Q1 Revs ex-FX dn 4.5% "reported net sales in line with our outlook" (vs. guidance dn ...
5-13-2025
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JR’s Consumer/Internet Daily – 5.13.25
JR’s Consumer/Internet Daily – 5.13.25
5-13-2025
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Tariffs – Reminder On Important 11amET Tariff...
Tariffs – Reminder On Important 11amET Tariff Catalyst; US Court of International Trade w/V.O.S. ...
5-13-2025
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UAA - Reports Q425 Earnings, Q in line on...
UAA - Reports Q425 Earnings, Q in line on OpProfit/EPS w/better topline & GMs offset by higher SG...
5-13-2025
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De Minimis – Tariff rate on China de minimis...
De Minimis – Tariff rate on China de minimis shipments lowered to 54% (from 120%) OR $100 per pac...
5-13-2025
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Tax Bill UPDATE!! – Annual INCREMENTAL Consumer...
Tax Bill UPDATE!! – Annual INCREMENTAL Consumer Tailwind/Stimulus From Tax Bill In ’25-28 Trackin...
5-13-2025

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